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Mendel Capital Management LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mendel Capital Management LLC on EFG, newest first. How the timeline and the estimate are built.

Mendel Capital Management LLC held 23,618 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,618 shares
    Change vs previous 13F +895 shares

    1.32% of the 13F portfolio, value $2,938,604.

    13F-HR 0001911384-26-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,723 shares
    Change vs previous 13F +3,622 shares

    1.27% of the 13F portfolio, value $2,530,612.

    13F-HR 0001911384-26-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 19,101 shares
    Change vs previous 13F +2,612 shares

    1.14% of the 13F portfolio, value $2,175,259.

    13F-HR 0001911384-25-000016 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 16,489 shares
    Change vs previous 13F +1,629 shares

    1.05% of the 13F portfolio, value $1,846,805.

    13F-HR 0001911384-25-000008 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 14,860 shares
    Change vs previous 13F +2,045 shares

    0.9% of the 13F portfolio, value $1,486,004.

    13F-HR 0001911384-25-000006 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 12,815 shares
    Change vs previous 13F -345 shares

    0.75% of the 13F portfolio, value $1,240,884.

    13F-HR 0001911384-25-000004 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 13,160 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,416,686.

    13F-HR 0001172661-24-004506 filed by Mendel Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).